Consultants
Our partnerships with consultants are critical to the success of our institutional business. We depend on consultants for insights into the unique solutions that their clients need as well as a source of unique perspectives on the institutional marketplace. Putnam's Institutional Consultant Relations team is dedicated to ensuring that consultants have access to the latest information through one-on-one strategic meetings, electronic communication, and roundtables including:
- Access to Putnam's investment professionals
- Business updates
- New/developing investment strategies
- Strategic research on trends and themes
U.S. Midwest Region
Bonnie G. Stanfield
Director, Consultant Relations
Global Institutional Management
U.S. East Coast Region
F. Peter Ferrelli
Head of Global Institutional
Client Service
Europe, Middle East, and Africa
Daniel R. Melley, CFA
Director, Institutional Management
Head of Europe, Middle East, and Africa
Global Institutional Management
Australia and Asia
Charles Wall
Director, Institutional Management
Australia and Asia
Global Institutional Management
Defined Contribution Investment Only
Meghan Loehning Whelan
Consultant Relations Manager
Defined Contribution Investment Only
